Beaumont Capital Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Beaumont Capital Management’s Portfolio BTAL Stock Details BTAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-133,215	Closed	-$2.46M	–	60
2024 Q4	$2.46M	Buy	133,215 +4,796	+4%	+$92.2K	1.9%	20
2024 Q3	$2.52M	Buy	128,419 +63,421	+98%	+$1.26M	1.85%	23
2024 Q2	$1.28M	Sell	64,998 -4,893	-7%	-$92.8K	1%	32
2024 Q1	$1.26M	Sell	69,891 -2,671	-4%	-$48.5K	0.93%	31
2023 Q4	$1.23M	Buy	72,562 +7,065	+11%	+$140K	0.93%	33
2023 Q3	$1.3M	Buy	+65,497	New	+$1.24M	0.94%	26

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beaumont Capital Management's BTAL Position: Q1 2025 in Review

Beaumont Capital Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2025, closing a stake of 133,215 shares — an estimated $2.46M sold.

Beaumont Capital Management first reported a position in BTAL in Q3 2023 and held it in 6 quarters. The position peaked at $2.52M in Q3 2024. 71 funds tracked by Wall St. Rank hold BTAL as of Q1 2025.

Beaumont Capital Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2025 after selling out during the quarter.
Beaumont Capital Management sold 133,215 AGF US Market Neutral Anti-Beta Fund shares in Q1 2025, an estimated $2.46M.
Beaumont Capital Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and held it in 6 quarters.
Beaumont Capital Management's AGF US Market Neutral Anti-Beta Fund position peaked at $2.52M in Q3 2024.
71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2025.

Based on Beaumont Capital Management's 13F filing for Q1 2025, filed 15 May 2025.